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List View Overview

1,131 bytes added, 14:09, 10 June 2019
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'''Enable Map Panel: '''Takes each record on a list and plugs in the associated client's address to create a geographical visual of where the clients are. This feature converts address details into latitude and longitude coordinates and integrates with Google Maps. 
'''Marked as Configuration Only: '''An option The option for the list views view is excluded from the drop down for [[Universal Tracking Application|Universal Tracking Applications]]. Useful for when building multiple list views for an external portal; the list views are accessible only through the cog wheel at the top of the list views drop down. 
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:: [[File:Batch update button.png|border]]
 
If using '''Status''' for your Batch Update button, once you save the button an option for writing a confirmation message will appear. This is not mandatory, but often helpful for users as they can see the batch update progress and confirmation at the top of the screen, but may not be aware of the ramifications: leaving a note on the function of the button will help them decide whether they want to use the Batch Update button or not.
 
'''Notes''':
* If there are automated processes that may be triggered by a batch update, best option is to open any affected record when in the [[Global User Administrator|System Administrator]] role and select '''Options''' >> '''Workflow History''' to view the process of triggers.
* If ever in doubt, run the Batch Update Button on your [[Backup Server and Testing Instance]]. It is best practice, although not mandatory, for Batch Update buttons to provide one valid progression - e.g. a list view with a predefined filter of all applications in pending approval status, where the last step is to approve them simultaneously and for all notifications to go out at the same time.
 
==Contact and Company List Views==
The screenshot above is an example of a Contacts list view. List views can also be [[Configuring List Views|configured]] for Company and Account records. These list views are [[Configuring List Views|configured]] on the [[Global Settings]] page under [[bs://User <span class=|&%20Contact%20Settings%20" href="bs://User%20&%20Contact%20Settings%20" data-mce-href="User%20&%20Contact%20Settings%20" data-bs-type="internal_link" data-bs-wikitext="User%20&%20Contact%20Settings%20%7CUser%20&%20Contact%20Settings%20">User & Contact Settings ]] and [[bs://Company <span class=|&%20Account%20Settings" href="bs://Company%20&%20Account%20Settings" data-mce-href="Company%20&%20Account%20Settings" data-bs-type="internal_link" data-bs-wikitext="Company%20&%20Account%20Settings%7CCompany%20&%20Account%20Settings">Company & Account Settings]], respectively.
==See Also==
* [[Portals]]
* [[Dashboards]] 
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